Clarity Wealth Advisors, LLC
CIK 1767384 · View on SEC EDGAR ↗
- Portfolio value
- $566.7M
- Positions
- 117
- As of
- June 30, 2026
#3,490 of 9,443 by 13F value · top 37.0%
Portfolio value QoQ: +16.5% 13F does not disclose cash
- Top 10 holdings weight
- 50.19%
- Top 25 holdings weight
- 82.22%
- Positions above 1%
- 28
- Effective number of positions
- 28.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 1.38% Est. buys $22,375,890 · sells $7,250,993
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 88.0% still held
- New positions
- 11
- Increased
- 44
- Decreased
- 48
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
12.5%
Communication Services
7.0%
Financials
3.9%
Healthcare
3.7%
Retail
2.9%
Financial Services
1.9%
Consumer Discretionary
1.4%
Communications
0.5%
Industrials
0.2%
Utilities
0.1%
Energy
0.1%
Consumer products
0.0%
Other/Unmapped
65.7%
Full portfolio 117 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $39,176,576 | 6.91% | 53,200 | $7,686,714 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $38,702,448 | 6.83% | 133,752 | $4,330,622 | Down ×2 | ||
| SPY SPY | $38,202,310 | 6.74% | 51,157 | $4,586,299 | Down ×1 | ||
| VTI | $37,068,113 | 6.54% | 100,173 | $4,763,825 | Down ×1 | ||
| VIG | $25,011,887 | 4.41% | 105,705 | $2,617,291 | Up ×6 | ||
| DIA | $23,653,509 | 4.17% | 45,279 | $3,406,636 | Up ×6 | ||
| IJH | $23,317,585 | 4.11% | 302,394 | $3,877,881 | Up ×6 | ||
| VXUS Vanguard Total International Stock ETF | $23,281,778 | 4.11% | 272,333 | $3,369,020 | Up ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $18,219,076 | 3.21% | 50,981 | $2,952,125 | Down ×3 | ||
| VB | $17,786,628 | 3.14% | 58,679 | $3,353,973 | Up ×6 | ||
| VYMI Vanguard International High Dividend Yield ETF | $17,504,953 | 3.09% | 178,258 | $2,231,743 | Up ×6 | ||
| CGGO | $15,497,648 | 2.73% | 366,115 | $4,144,140 | Up ×6 | ||
| EEM | $15,116,825 | 2.67% | 220,974 | $3,229,207 | Up ×6 | ||
| CGBL | $14,031,838 | 2.48% | 369,648 | $3,972,384 | Up ×6 | ||
| JCPB | $12,326,491 | 2.18% | 262,601 | $800,836 | Up ×6 | ||
| BIV | $11,958,604 | 2.11% | 155,914 | $624,953 | Up ×6 | ||
| FBND | $11,616,088 | 2.05% | 255,355 | $857,900 | Up ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $11,585,772 | 2.04% | 57,903 | $2,534,356 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $11,068,690 | 1.95% | 11,832 | $-621,211 | Up ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $10,963,636 | 1.93% | 33,494 | $1,066,178 | Down ×1 | ||
| C Citigroup, Inc. Common Stock | $10,927,565 | 1.93% | 78,076 | $1,837,179 | Down ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $10,339,867 | 1.82% | 18,356 | $-10,903 | Up ×1 | ||
| BRKB | $10,197,203 | 1.80% | 20,379 | $618,230 | Up ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $9,702,232 | 1.71% | 27,459 | $1,664,309 | Down ×2 | ||
| ABBV AbbVie Inc. Common Stock | $8,682,438 | 1.53% | 34,503 | $1,327,348 | Up ×6 | ||
| V Visa Inc. | $8,371,819 | 1.48% | 24,401 | $1,158,626 | Up ×6 | ||
| JNJ Johnson & Johnson Common Stock | $7,854,442 | 1.39% | 30,927 | $461,024 | Up ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $7,184,269 | 1.27% | 17,081 | $893,887 | Up ×1 | ||
| AMGN Amgen Inc. - Common Stock | $4,303,072 | 0.76% | 11,883 | $101,279 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4,181,116 | 0.74% | 11,209 | $19,659 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4,166,372 | 0.74% | 17,481 | $456,294 | Down ×1 | ||
| JEPI | $3,546,897 | 0.63% | 62,799 | $48,499 | Up ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $3,160,121 | 0.56% | 51,418 | $410,578 | Up ×6 | ||
| VOO | $3,084,446 | 0.54% | 4,491 | $485,080 | Up ×6 | ||
| IVV | $2,787,797 | 0.49% | 3,723 | $302,204 | Down ×2 | ||
| INTC Intel Corporation - Common Stock | $2,734,455 | 0.48% | 19,584 | $1,907,465 | Up ×1 | ||
| TQQQ ProShares UltraPro QQQ | $2,684,340 | 0.47% | 33,140 | $1,194,697 | Down ×1 | ||
| IGM | $2,386,136 | 0.42% | 14,587 | $407,026 | Down ×6 | ||
| IXJ | $1,872,104 | 0.33% | 19,029 | $-456,271 | Down ×6 | ||
| VCR | $1,840,036 | 0.32% | 4,639 | $-430,961 | Down ×6 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1,762,432 | 0.31% | 15,005 | $595,981 | Down ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $1,491,735 | 0.26% | 3,949 | $255,830 | Down ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,377,338 | 0.24% | 2,371 | $787,798 | Down ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $1,347,148 | 0.24% | 7,930 | $613,169 | Up ×2 | ||
| JPST | $1,332,385 | 0.24% | 26,347 | $-13,241 | Down ×1 | ||
| VGLT Vanguard Long-Term Treasury ETF | $1,325,942 | 0.23% | 24,029 | Up ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $1,294,170 | 0.23% | 1,790 | $682,366 | |||
| SCHX | $1,244,691 | 0.22% | 42,293 | $138,270 | Down ×2 | ||
| SNPS Synopsys, Inc. - Common Stock | $954,590 | 0.17% | 2,140 | $106,123 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $915,005 | 0.16% | 1,199 | $446,123 | Down ×1 | ||
| FISV Fiserv, Inc. - Common Stock | $833,850 | 0.15% | 17,000 | ||||
| CDNS Cadence Design Systems, Inc. - Common Stock | $814,069 | 0.14% | 2,169 | $211,369 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $808,592 | 0.14% | 9,963 | $8,613 | Up ×6 | ||
| ORCL Oracle Corporation Common Stock | $784,618 | 0.14% | 5,354 | $-1,757 | Up ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $778,260 | 0.14% | 10,900 | $-241,315 | Up ×5 | ||
| CAT Caterpillar, Inc. Common Stock | $775,276 | 0.14% | 728 | $71,217 | Down ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $773,092 | 0.14% | 2,267 | $409,166 | Down ×1 | ||
| IBB IBB | $759,619 | 0.13% | 3,994 | $-56,171 | Down ×6 | ||
| IWF | $685,791 | 0.12% | 5,523 | $8,241 | Up ×1 | ||
| MA Mastercard Incorporated Common Stock | $658,632 | 0.12% | 1,282 | $-7,051 | Down ×6 | ||
| VUG | $649,357 | 0.11% | 7,538 | $6,664 | Up ×1 | ||
| SMCI Super Micro Computer, Inc. - Common Stock | $648,486 | 0.11% | 22,110 | $145,041 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $635,268 | 0.11% | 5,445 | $-156,838 | Up ×2 | ||
| IJR | $630,873 | 0.11% | 4,254 | $138,633 | Up ×3 | ||
| XLF XLF | $626,768 | 0.11% | 11,691 | $-215,895 | Down ×6 | ||
| FICO Fair Isaac Corporation Common Stock | $615,312 | 0.11% | 515 | $66,596 | Up ×2 | ||
| BALI | $581,876 | 0.10% | 17,200 | $58,106 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $559,013 | 0.10% | 3,372 | $-109,754 | Up ×1 | ||
| SCHB | $508,221 | 0.09% | 17,549 | $42,455 | Down ×5 | ||
| SDY | $452,901 | 0.08% | 2,976 | $806 | Down ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $451,724 | 0.08% | 4,693 | $-36,301 | Down ×4 | ||
| IEMG | $451,349 | 0.08% | 5,448 | $75,435 | Up ×2 | ||
| VYM | $446,593 | 0.08% | 2,826 | $28,062 | |||
| HD Home Depot, Inc. (The) Common Stock | $437,534 | 0.08% | 1,241 | $22,292 | Down ×2 | ||
| CVNA Carvana Co. Class A Common Stock | $432,306 | 0.08% | 6,568 | $17,953 | Up ×1 | ||
| VWO | $427,248 | 0.08% | 7,158 | $9,065 | Down ×1 | ||
| IBM International Business Machines Corporation Common Stock | $421,253 | 0.07% | 1,498 | $55,244 | Down ×5 | ||
| SCHM | $418,394 | 0.07% | 11,348 | $67,065 | |||
| LOGI Logitech International S.A. - Registered Shares | $413,494 | 0.07% | 4,397 | Up ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $412,844 | 0.07% | 2,234 | $90,179 | Down ×3 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $386,499 | 0.07% | 3,385 | $-32,823 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $376,215 | 0.07% | 314 | $89,629 | Up ×1 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $375,098 | 0.07% | 6,750 | $47,336 | Up ×1 | ||
| BAC Bank of America Corporation Common Stock | $362,720 | 0.06% | 6,366 | $47,107 | Down ×1 | ||
| PRF | $360,724 | 0.06% | 6,676 | $40,639 | Down ×2 | ||
| IYY | $349,431 | 0.06% | 1,917 | $45,682 | |||
| IXN | $344,085 | 0.06% | 2,382 | $88,508 | Down ×3 | ||
| DLN | $330,287 | 0.06% | 3,429 | $15,572 | Down ×2 | ||
| GE GE Aerospace Common Stock | $318,145 | 0.06% | 851 | $103,355 | Up ×2 | ||
| VEA | $315,780 | 0.06% | 4,432 | $22,230 | Down ×1 | ||
| VOOG | $313,759 | 0.06% | 3,798 | $55,804 | Up ×2 | ||
| CRWV CoreWeave, Inc. - Class A Common Stock | $298,620 | 0.05% | 3,000 | $66,210 | |||
| GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | $296,550 | 0.05% | 5,000 | $58,998 | Up ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $296,491 | 0.05% | 1,525 | $-68,594 | |||
| SCHF | $294,588 | 0.05% | 10,635 | $30,712 | Down ×1 | ||
| RIVN Rivian Automotive, Inc. - Class A Common Stock | $290,942 | 0.05% | 16,769 | $38,569 | |||
| SNOW Snowflake Inc. Common Stock | $285,040 | 0.05% | 1,120 | ||||
| PG Procter & Gamble Company (The) Common Stock | $275,830 | 0.05% | 1,881 | $-18,250 | Down ×6 | ||
| CRM Salesforce, Inc. Common Stock | $272,902 | 0.05% | 1,742 | $-62,357 | Down ×4 | ||
| SCHA | $267,758 | 0.05% | 7,411 | $52,247 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VIG | $25,011,887 | 4.41% | up ×6 |
| DIA | $23,653,509 | 4.17% | up ×6 |
| IJH | $23,317,585 | 4.11% | up ×6 |
| VXUS | $23,281,778 | 4.11% | up ×6 |
| VB | $17,786,628 | 3.14% | up ×6 |
| VYMI | $17,504,953 | 3.09% | up ×6 |
| CGGO | $15,497,648 | 2.73% | up ×6 |
| EEM | $15,116,825 | 2.67% | up ×6 |
| CGBL | $14,031,838 | 2.48% | up ×6 |
| JCPB | $12,326,491 | 2.18% | up ×6 |
| BIV | $11,958,604 | 2.11% | up ×6 |
| FBND | $11,616,088 | 2.05% | up ×6 |
| COST | $11,068,690 | 1.95% | up ×3 |
| BRKB | $10,197,203 | 1.80% | up ×6 |
| ABBV | $8,682,438 | 1.53% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VGLT | $1,325,942 | 24,029 | 0.23% |
| FISV | $833,850 | 17,000 | 0.15% |
| LOGI | $413,494 | 4,397 | 0.07% |
| SNOW | $285,040 | 1,120 | 0.05% |
| TSM | $245,471 | 514 | 0.04% |
| GS | $220,479 | 218 | 0.04% |
| VXF | $216,937 | 881 | 0.04% |
| NTNX | $215,102 | 4,221 | 0.04% |
| HACK | $212,798 | 2,028 | 0.04% |
| JOBY | $105,345 | 11,810 | 0.02% |
| NVDA | $100,045 | 500 | 0.02% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HON | June 30, 2026 | 1,961 | $443,268 | -1.9% |
| WDAY | March 31, 2026 | 1,542 | $331,191 | 50.4% |
| DUOL | June 30, 2025 | 950 | $295,013 | -64.6% |
| UNH | June 30, 2025 | 536 | $280,841 | 24.2% |
| NTNX | March 31, 2026 | 5,221 | $269,873 | 74.2% |
| VRNT | Dec. 31, 2025 | 11,805 | $239,051 | No longer tracked |
| TGT | March 31, 2025 | 1,743 | $235,676 | 55.6% |
| SNOW | March 31, 2026 | 1,070 | $234,715 | 109.5% |
| SCHG | March 31, 2026 | 6,896 | $224,952 | No longer tracked |
| BX | Dec. 31, 2025 | 1,299 | $221,934 | -7.0% |
| UBER | Sept. 30, 2025 | 2,263 | $211,138 | -20.2% |
| PINS | March 31, 2026 | 8,060 | $208,673 | 25.8% |
| VV | March 31, 2026 | 650 | $204,514 | No longer tracked |
| FISV | March 31, 2026 | 3,010 | $202,182 | -7.6% |
| W | March 31, 2026 | 2,000 | $200,820 | 34.6% |
| BR | Sept. 30, 2025 | 824 | $200,257 | -24.8% |
| BXMX | Sept. 30, 2025 | 10,091 | $140,063 | No longer tracked |
| CLOV | Dec. 31, 2025 | 10,000 | $30,600 | 74.5% |